Mendel Capital Management provides investment advice and portfolio management tailored to individual client needs. They offer both discretionary and non-discretionary portfolio management services. They also offer pension consulting services to employee benefit plans and bookkeeping/small business consulting. Mendel uses fundamental and technical analysis in their investment process.
Assets Under Management$270M
Clients170
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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